Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,786 | $160,070-82.0% | $147,117-80.4% | $145,897-80.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 46.56% | 98.69%-52.1pp | 420.54%-374.0pp | 552.29%-505.7pp |
| Employer contribution / active EE | $3,470 | $5,285-34.3% | $4,932-29.7% | $4,663-25.6% |
| Participant deferral / active EE | $8,588 | $8,419+2.0% | $8,065+6.5% | $6,689+28.4% |
| Admin fee / account holder | $13,098 | $15,035-12.9% | $12,993+0.8% | $13,390-2.2% |